See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,875 | $60,892-83.8% | $82,389-88.0% | $84,808-88.4% |
| Participation rate | 52.3% | 63.3%-11.0pp | 69.5%-17.3pp | 68.3%-16.0pp |
| Annual return | 154.39% | 37.29%+117.1pp | 28.67%+125.7pp | 40.90%+113.5pp |
| Employer contribution / active EE | $500 | $1,779-71.9% | $2,517-80.1% | $2,631-81.0% |
| Participant deferral / active EE | $1,178 | $3,179-62.9% | $4,155-71.6% | $4,212-72.0% |
| Admin fee / account holder | $2,795 | $5,467-48.9% | $7,231-61.3% | $7,344-61.9% |